You have added via adaptation mode the field Industry to the Convert to Account and Contact screen in the Leads. You maintain a value in this field. However, when the lead is being converted, the field Industry appears empty.
SAP Sales Cloud
Reproducing the Issue
Go to the Sales work center.
- Go to the Leads view.
- Open a lead which has not been converted yet.
- Enter a value into the Industry field.
- Click on Actions > Convert to Account and Contact.
- Note that the value in Industry is not passed over.
- Select a value for this field in the Convert screen.
- Click on Save and Open.
RESULT: The Industry field in the account is empty.
Convert to Account & Contact Screen:
This screen has as entry point and leading Object the Business Object "Business Partner" (Representing the Instance of the Contact). Hence when you add via Key User Tools the field "Industry", you will add the Field Industry of the Contact --> This is however empty and not used. In the Lead Instance the Industry of the Customer is shown. Unfortunately it is at the moment not possible to add the field "Industry" of the Customer into the screen "Convert to Account & Contact".
The behaviour is different in the Convert to Account Screen:
This screen has as entry point and leading Object the Business Object "Customer". Hence we you add via Key User Tools the field "Industry", you will add the Field Industry of the Customer. However, technically the Industry for Account in Lead is already stored in the Account. Hence there is also no copy from Lead to Account, when Converting a Lead to an Account.
The data seen in Lead are already the data from Account.
We are evaluating if the field Industry of the Customer can be added to the Convert to Account & Contact Screen in a future release, and we will disable the field "Industry" from Key User Tools in the screen "Convert to Account & Contact" as it does not make sense to be added.
We cannot provide any timeframe for the above.
account, lead, convert, industry, Add Other Fields , KBA , LOD-CRM-LM , Lead Management , How To